歐洲巨頭擬合併衛星業務 2025年首簽大單?




空中巴士、泰雷茲及萊昂納多最快今年簽署首份衛星業務合作協議

歐洲航天巨頭空中巴士(Airbus)、法國泰雷茲(Thales)及意大利萊昂納多(Leonardo)有望於今年內簽署首份合作協議,合併各自的衛星業務,藉此應對來自中國及美國(包括埃隆·馬斯克的Starlink)的激烈競爭。空中巴士防務及太空部門行政總裁麥可·舒爾霍恩(Michael Schoellhorn)周日接受意大利《晚郵報》(Il Corriere della Sera)訪問時透露了這消息,亦證實了路透社早前報導。

這項名為「Bromo計劃」的合作,旨在成立一家新的衛星製造公司,結合三大歐洲航天公司的資源與技術,提升在全球衛星市場的競爭力。舒爾霍恩指出,這類大型合作通常需經歷兩個階段,先簽署框架協議,隨後才進入正式的交易完成階段。他相信首份協議有望於2025年內完成簽署,但仍有多項細節需進一步釐清。

現時全球衛星產業競爭激烈,特別是在低軌道衛星網絡(LEO)領域,美國的Starlink已經搶佔先機,中國亦積極發展自己的衛星系統。歐洲三大航天企業合力組建新公司,意在整合優勢,強化市場地位,避免在這場國際競賽中落後。

評論與啟示

這次空中巴士、泰雷茲與萊昂納多三巨頭的合作,正好反映出歐洲航天產業面對全球新興勢力挑戰的策略調整。過去各家企業獨立運作,雖有各自優勢,但面對來自美國和中國的龐大資源與技術投入,單打獨鬥難以持續競爭。合併衛星業務不僅可減低重複投資和營運成本,更能加速技術創新及市場推廣。

從戰略角度看,此舉有助歐洲在全球衛星產業鏈中鞏固話語權,尤其是低軌道衛星網絡的部署和服務。這不但涉及商業利益,更關乎國家安全及數據主權,歐盟及成員國對航天技術的掌控能力尤為重要。

然而,合作的成功並非易事。三家公司來自不同國家,文化、管理及利益分配的協調是一大挑戰。加上衛星產業本身高投入、高風險,市場需求及技術變化快速,如何保持靈活應變及持續創新,將是合作成敗的關鍵。

對香港及亞洲市場來說,這亦意味著未來衛星通訊及相關技術將迎來更多競爭者與合作機會。隨著衛星網絡覆蓋面擴大,5G、物聯網、智慧城市等應用將更依賴衛星基礎設施,相關產業鏈上下游或將受惠。

總括而言,這次歐洲航天三巨頭的合作計劃,是全球衛星產業格局變革的縮影,值得持續關注其進展及對全球航天生態的潛在影響。

以上文章由特價GPT API KEY所翻譯及撰寫。

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